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Dec 11, 2018

5 areas to mark off your 2018 financial review checklist

The end of the year is a great time to take a step back and do a financial review, especially if your investment mix, risk tolerance, or time horizon has changed recently. When meeting with your financial advisor, consider whether these areas of your life are on track.

Dec 10, 2018

Making the case for alternative data to improve portfolio performance

Ernst & Young’s 2017 Global Hedge Fund and Investor Survey showed that 78 percent of hedge funds currently use or expect to use alternative, or non-traditional data, in their investment process. That number is up from 52 percent the year before. For investment firms grasping for alpha in the midst of margin pressures, alternative data presents a compelling opportunity. But, despite the growing recognition of its potential value, myriad challenges keep some firms from going all-in on alternative data.

Dec 6, 2018

The evolution of an independent advisory firm

J.P. King Advisors, founded back in 1981 by Jim King, is one of the original, pioneering, fee-based independent firms. The illustrious history of the firm, now in its fourth decade of serving clients in the San Francisco Bay Area, is a fascinating example of how a focus on business and practice management can keep a firm alive, well and growing into the next generation of management.

Dec 5, 2018

Beyond social media: Leveraging industry knowledge and networking to advance professional goals

We should be using social media platforms to promote not only our own capabilities but also those of our employer or business – and, online networking sites shouldn’t be the only channel we use to network and promote ourselves. Here are three recent examples of how the Real Assets team leveraged various networking and promotion opportunities for personal and professional development.

Dec 4, 2018

Best product, best people: SS&C Advent takes two AFTA awards

It’s not every night a firm earns industry accolades both for a product and for the people behind it. Yet, at the American Financial Technology Awards on December 3, the spotlight shone brightly on SS&C Advent. Our cloud-based rebalancing solution, Advent Genesis™, took top honors for “Best Front Office Initiative.” And, equally exciting, the team that developed and brought Genesis to market was recognized as the “Best Third-Party Technology Vendor IT Team.”

Dec 3, 2018

Three ways to get started with AI-powered marketing

Enhancing and personalizing your customer experience with artificial intelligence technologies isn’t a distant pipedream. There’s no time like the present to explore what you can do with AI. Here are three simple ways to get started.

Nov 29, 2018

Black Diamond teams up with Box

The primary goal of the Black Diamond® Wealth Platform is to help advisors grow their client relationships by delivering an outstanding client experience. The ability to allow 24/7, interactive information access has nearly become standard for an advisory business. What clients expect is a high-quality, personalized experience, and advisors should not overlook the opportunity to leverage their online presence as one of the key benefits they deliver.

Nov 28, 2018

RPA shows promise in investment operations and accounting technology

At SS&C, automation has long been a core building block for our investment operations and accounting platforms. Historically, we have leveraged sophisticated enterprise tools to improve process efficiency and reduce costs through automation. Technological advancements present new opportunities to drive even greater value from automation.